Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CARBON ORAL SURGERY ASSOCIATES PC
EIN 22-2301622medical practiceLatest filing 2025
Plans
2
Retirement
2
$3.6M assets
Welfare
0
Participants
21
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.6M assets / 21 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
JOHN P MCLAUGHLIN DDS & FRANK L HOFFMAN DMD MONEY PURCHASE PENSION PLAN
MoneyPurchase
Assets$2.7M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003
CARBON ORAL ASSOCIATES PC 401(K) RETIREMENT PLAN
401k
Assets$893K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | JOHN P MCLAUGHLIN DDS & FRANK L HOFFMAN DMD MONEY PURCHASE PENSION PLAN | MoneyPurchase | $2.7M | 16 | 2025 | |
| 003 | CARBON ORAL ASSOCIATES PC 401(K) RETIREMENT PLAN | 401k | $893K | 5 | 2025 |
Retirement plans